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Financial Goal Setting


Taking time to ask yourself the big questions can be daunting and empowering at the same time. We tend to want it all, however, prioritising your goals and needs is a valuable step. Can you afford that renovation, holiday or early retirement?

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Planning for life and its ups and downs is the first step. The first of our four-part The Woman Series, here’s what we covered:

  • What is a Financial Goal?
  • Do you have Financial Goals?
  • Where do you want to go and what do you want to achieve?
  • Setting timeframes
  • How to price out your goals
  • Follow the SMART methodology (specific, measurable, achievable, realistic, timely)



Receive award-winning information from Shannon Smit, financial adviser and winner of Women In Finance Financial Adviser of The Year 2021 and IFA Goals Based Adviser of the Year 2021, and cohosted by Bianca Carroll, finalist in the IFA Paraplanner of The Year 2021. We invite you to join our free webinar series and take control of your finances, regardless of your age or financial position.


The Latest

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SKYBOTS: RPA & AI Training Course - Melbourne CBD

LIVE 2-DAY COURSE - MELBOURNE CBD
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Join SkyBots’ 2-day Workshop with automation expert Daryl Aw to revolutionise your workflow using Power Automate, UiPath, VBA, and cutting-edge AI tools like Copilot and ChatGPT. Tailored for accounting and finance professionals, bookkeepers and small business owners, this hands-on training will teach you to automate repetitive tasks, generate and optimise VBA scripts, and deploy robust automation solutions independently.


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11 Dec

SKYBOTS: RPA & AI Training Course - Sydney CBD

LIVE 2-DAY COURSE - SYDNEY
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Join SkyBots’ 2-day Workshop with automation expert Daryl Aw to revolutionise your workflow using Power Automate, UiPath, VBA, and cutting-edge AI tools like Copilot and ChatGPT. Tailored for accounting and finance professionals, bookkeepers and small business owners, this hands-on training will teach you to automate repetitive tasks, generate and optimise VBA scripts, and deploy robust automation solutions independently.


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8 Dec

SKYBOTS: RPA & AI Training Course - ADELAIDE CBD

LIVE 2-DAY COURSE - ADELAIDE CBD
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Join SkyBots’ 2-day Workshop with automation expert Daryl Aw to revolutionise your workflow using Power Automate, UiPath, VBA, and cutting-edge AI tools like Copilot and ChatGPT. Tailored for accounting and finance professionals, bookkeepers and small business owners, this hands-on training will teach you to automate repetitive tasks, generate and optimise VBA scripts, and deploy robust automation solutions independently.


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Skybots: RPA & A.I - 2-Days Training Course: MORNINGTON

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Join SkyBots’ 2-day Workshop with automation expert Daryl Aw to revolutionise your workflow using Power Automate, UiPath, VBA, and cutting-edge AI tools like Copilot and ChatGPT. Tailored for accounting and finance professionals, bookkeepers and small business owners, this hands-on training will teach you to automate repetitive tasks, generate and optimise VBA scripts, and deploy robust automation solutions independently.


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SOLD OUT Skybots: RPA & A.I Training Course SYDNEY

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Join SkyBots’ 2-day Workshop with automation expert Daryl Aw to revolutionise your workflow using Power Automate, UiPath, VBA, and cutting-edge AI tools like Copilot and ChatGPT. Tailored for accounting and finance professionals, bookkeepers and small business owners, this hands-on training will teach you to automate repetitive tasks, generate and optimise VBA scripts, and deploy robust automation solutions independently.


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Today

Smart Private Wealth Recognised Nationally for Community Leadership with Barry Lambert Award

Smart Private Wealth, part of the Smart Business Solutions Group, has been honoured as a recipient of the prestigious 2025 Barry Lambert Award, recognising exceptional community fundraising and volunteer work within the Count Financial network.


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Leading the Way in Tech-Driven Financial Advice

Shannon Smit, Founding Director of Smart Private Wealth, has been awarded the prestigious Excellence in Innovation award at the 2025 Count Financial Awards, recognising her ground-breaking leadership in transforming how financial advice and professional services are delivered in Australia.


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Yesterday

SMART is FINALIST in Mornington Peninsula Business Excellence Awards

SMART Business Solutions has been named a finalist in the 2025 Mornington Peninsula Business Excellence Awards in the Excellence in Local Community Connection category.


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10 Sep

LIMITED SPACES REMAIN - Skybots: RPA & A.I - 2-Days Training Course: MORNINGTON

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Join SkyBots’ 2-day Workshop with automation expert Daryl Aw to revolutionise your workflow using Power Automate, UiPath, VBA, and cutting-edge AI tools like Copilot and ChatGPT. Tailored for accounting and finance professionals, bookkeepers and small business owners, this hands-on training will teach you to automate repetitive tasks, generate and optimise VBA scripts, and deploy robust automation solutions independently.


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8 Sep

SOLD OUT Skybots: RPA & A.I Training Course BRISBANE

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Join SkyBots’ 2-day Workshop with automation expert Daryl Aw to revolutionise your workflow using Power Automate, UiPath, VBA, and cutting-edge AI tools like Copilot and ChatGPT. Tailored for accounting and finance professionals, bookkeepers and small business owners, this hands-on training will teach you to automate repetitive tasks, generate and optimise VBA scripts, and deploy robust automation solutions independently.


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What an ageing population means for healthcare investors.

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The value of active investment management in volatile times.

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SMART Life - Issue 22 - Spring 2025

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18 Aug

Skybots: RPA & A.I Training Course PERTH

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Join SkyBots’ 2-day Workshop with automation expert Daryl Aw to revolutionise your workflow using Power Automate, UiPath, VBA, and cutting-edge AI tools like Copilot and ChatGPT. Tailored for accounting and finance professionals, bookkeepers and small business owners, this hands-on training will teach you to automate repetitive tasks, generate and optimise VBA scripts, and deploy robust automation solutions independently.


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8 Aug

SMSF - Using Your Super To Invest In Property

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Housing values accelerate as interest rates fall

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SMSF: Is It The Right Investment Strategy For You?

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